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Extra Space Storage

768 hedge funds and large institutions have $36.9B invested in Extra Space Storage in 2024 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 278 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $62.3M | Put options by funds: $14.5M

39% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 61

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

15% more capital invested

Capital invested by funds: $32.1B → $36.9B (+$4.79B)

2% more funds holding

Funds holding: 750768 (+18)

0.06% less ownership

Funds ownership: 97.72%97.67% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 278

Holders
768
Holders Change
+18
Holders Change %
+2.4%
% of All Funds
11.03%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.16%
New
85
Increased
264
Reduced
278
Closed
61
Calls
$62.3M
Puts
$14.5M
Net Calls
+$47.8M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$282K +$266K +1,574 New
SSWM
552
Sheets Smith Wealth Management
North Carolina
$278K
AWM
553
Axxcess Wealth Management
California
$277K +$41.2K +244 +19%
IAA
554
Independent Advisor Alliance
North Carolina
$276K -$12.5K -74 -5%
FC
555
Fulcrum Capital
Washington
$268K +$251K +1,487 New
RAM
556
Ramirez Asset Management
New York
$267K
FMLI
557
Fukoku Mutual Life Insurance
Japan
$267K
SFS
558
Stiles Financial Services
Minnesota
$267K
First Manhattan
559
First Manhattan
New York
$263K
Northwestern Mutual Wealth Management
560
Northwestern Mutual Wealth Management
Wisconsin
$262K -$97.9K -580 -29%
PPWP
561
Premier Path Wealth Partners
New Jersey
$261K +$244K +1,446 New
DADC
562
D.A. Davidson & Co
Montana
$257K +$241K +1,428 New
FWTB
563
First Western Trust Bank
Colorado
$254K
MIM
564
Marco Investment Management
Georgia
$250K
ACGA
565
Atlanta Consulting Group Advisors
Georgia
$247K +$231K +1,371 New
AFG
566
Atomi Financial Group
New York
$246K +$230K +1,363 New
SCTC
567
Sanibel Captiva Trust Company
Florida
$245K -$6.75K -40 -3%
SACTSONJ
568
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$243K
WA
569
Waverly Advisors
Alabama
$243K
RC
570
RBF Capital
California
$242K
FFO
571
Fiduciary Family Office
Florida
$240K +$4.89K +29 +2%
GHAM
572
Gilman Hill Asset Management
Connecticut
$237K -$4.22K -25 -2%
EPA
573
Element Pointe Advisors
Florida
$235K
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$233K -$11K -65 -5%
AWM
575
Alterna Wealth Management
Texas
$232K +$218K +1,289 New

EXR Hedge Fund Activity: Q3 2024 in Review

768 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q3 2024, worth a combined $36.9B — up 15% from $32.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new EXR positions and 61 closed out — a net gain of 24 holders — while 264 added to existing stakes and 278 trimmed.

The largest buyer was Capital World Investors, adding an estimated $429M. The largest seller was JP Morgan Chase, cutting an estimated $257M.

  • 768 institutional investors held Extra Space Storage (EXR) as of Q3 2024, up from 750 in Q2 2024.
  • Funds reported $36.9B of Extra Space Storage stock for Q3 2024, up 15% quarter-over-quarter.
  • 85 funds opened new Extra Space Storage positions in Q3 2024 and 61 closed out, a net change of +24 holders.
  • The largest Extra Space Storage buyer in Q3 2024 was Capital World Investors, an estimated $429M added.
  • The largest Extra Space Storage seller in Q3 2024 was JP Morgan Chase, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2024.